Cheatsheet

One page of the commands people use most. stockwise <command> --help shows every option; the commands reference explains each one.

For step-by-step walkthroughs, see What do you want to do?.

Bare tickers use the Indian market (TCS → TCS.NS). Add -m us, -m uk, -m jp, -m crypto, -m fx, -m commodity … for other markets, or set STOCKWISE_MARKET. Many commands take --json, and tables take --csv (stockwise <command> --help shows which).

Quotes and markets

Do this	Command
Quote Indian stocks	`stockwise quote RELIANCE TCS` (or bare `stockwise RELIANCE`)
Quote US stocks	`stockwise quote AAPL NVDA -m us`
Everything about one stock	`stockwise deep HDFCBANK`
Indian and US indices	`stockwise markets`
One index per exchange worldwide	`stockwise markets --global`
Gainers and losers	`stockwise movers`
Scan all of NIFTY 500 in one NSE request, one cap tier	`stockwise -m in movers --universe nifty500 --cap mid`
Large / mid / small / micro stocks of a screen or heatmap	`stockwise screen momentum --cap small`, `stockwise heatmap --cap large`
Sector performance	`stockwise sectors`
Find a ticker by name	`stockwise search "tata motors"`
First-run setup: market, holdings import, MCP snippet	`stockwise init` (no prompts without a TTY: `init --market in --import groww:FILE --no-mcp`)
Check your setup	`stockwise doctor`
Persistent response cache: size, clear	`stockwise cache status` / `stockwise cache clear`
Pre-load the market universe into `cache.db`	`stockwise cache warm` (or `--background`)
Filter cached stocks offline by cap, sector, P/E, RVOL	`stockwise cache snapshots --cap large --min-pe 10 --sort roe`
Run the background worker (live quotes, tasks, alerts, post-close sync)	`stockwise worker start` / `status` / `stop`
Post-close notices: LTCG turns, new quarters, new non-routine NSE filings of held `.NS` stocks (each sent once)	`stockwise tasks add eod` queues it for a running worker (`worker start`)
Queue a long job and follow it	`stockwise tasks add run -- backtest TCS` then `stockwise tasks` / `tasks show 1`

Analysis

Do this	Command
Fundamentals in plain English	`stockwise analyze INFY`
Key events & filings timeline	`stockwise events LT`
Last 8 quarters: YoY, QoQ, OPM, TTM, beat/miss	`stockwise results TCS` · `results AAPL -m us --quarters 12` · `results TCS --annual`
Earnings-season scoreboard	`stockwise results --universe nifty50` · `results --holdings --csv`
Positive and negative findings	`stockwise insights LT`
6-pillar score (not a recommendation)	`stockwise verdict LT` · `stockwise verdict LT --explain`
Piotroski F-score & Altman Z-score	`stockwise score INFY --explain` · `stockwise scorecard TCS --json`
Open and upcoming IPOs	`stockwise ipo`
One IPO: demand, scores and allotment odds	`stockwise ipo BCSSL --capital 2.5L`
RSI, MACD, Bollinger Bands	`stockwise technical TCS -p 6mo --explain`
Price chart with volume	`stockwise history AAPL -m us -p 1y`
Compare stocks	`stockwise compare TCS INFY WIPRO`
Volatility, Sharpe, drawdown	`stockwise risk HDFCBANK`
Support and resistance	`stockwise support RELIANCE`
Stop-loss levels	`stockwise stoploss TCS --entry 3500`
Preset screens	`stockwise screen growth`
Results and dividend dates	`stockwise calendar`

Funds, options, commodities, bonds

Do this	Command
Find a mutual fund	`stockwise mf search parag flexi direct`
SIP returns (XIRR) for a fund	`stockwise mf sip 122639 5000 -p 5y`
Rank a category by return	`stockwise mf screen flexi cap`
Regular vs Direct plan cost of the funds you hold	`stockwise mf bleed --return 10`
Option chain with greeks	`stockwise options chain NIFTY`
Put/call ratio, max pain	`stockwise options pcr BANKNIFTY` · `stockwise options maxpain NIFTY`
OI build-up & resistance/support walls	`stockwise fno oi NIFTY` · `stockwise options oi BANKNIFTY -n 5 --explain`
Strategy payoff	`stockwise options payoff NIFTY --strategy iron-condor --width 200`
Gold and silver in ₹/10 g	`stockwise commodity spot`
Sovereign Gold Bonds	`stockwise commodity sgb`
G-sec and T-bill yields	`stockwise bonds yields`

Portfolio and tax

Do this	Command
Add a purchase (a lot)	`stockwise portfolio add TCS 10 3500 --date 2023-04-12`
Sell (oldest lots first)	`stockwise portfolio sell TCS 5 3900`
Preview a sale: lots, STCG/LTCG tax, LTCG countdown (saves nothing)	`stockwise portfolio sell TCS 5 --preview` (alias `--dry-run`)
Regular-plan funds vs Direct: TER gap, yearly and 10Y cost, switch units	`stockwise mf bleed`
Holdings, P&L and XIRR	`stockwise portfolio`
Track a mutual fund (AMFI code or ISIN, valued at its NAV)	`stockwise portfolio add MF:122639 100 80 --date 2024-01-10`
Portfolio X-Ray (overlap, concentration, sectors)	`stockwise portfolio xray` · `stockwise portfolio xray --json`
Import from your broker	`stockwise import kite holdings.xlsx` (CSV or `.xlsx`; also `groww`, `upstox`, `indmoney`, `cas`)
Import a password-protected CAS PDF (needs `casparser`)	`stockwise import cas CAS.pdf` · `casparser ... \| stockwise import cas -`
Rebuild a symbol’s lots from a dated file	`stockwise import kite tradebook.csv --replace`
One holding’s lots, sales and XIRR	`stockwise portfolio lots TCS`
Compare with NIFTY	`stockwise portfolio benchmark NIFTY -p 1y`
Splits, bonuses, dividends	`stockwise portfolio actions --apply`
Set target allocation	`stockwise portfolio target set TCS 25` · `stockwise portfolio target show`
Inflow rebalance (buy-only)	`stockwise rebalance --inflow 50000` (buy underweight without selling)
Rebalance with drift band	`stockwise rebalance --drift 2.0`
Tax-loss & LTCG exemption harvest	`stockwise harvest` · `stockwise harvest --json`
Capital-gains estimate	`stockwise tax in`
ITR Schedule CG CSV	`stockwise tax export in --out cg.csv`
Advance tax schedule & 234C estimator	`stockwise tax advance` · `stockwise tax advance --paid 25000`
Advance tax with each payment dated (exact 234C)	`stockwise tax advance --fy 2025-26 --paid 2025-06-14:3000 --paid 2025-09-10:5000`
Everything on one screen	`stockwise dashboard`

Alerts and watchlist

Do this	Command
Watch stocks	`stockwise watch add INFY HDFCBANK`
Price alert	`stockwise alert add RELIANCE below 1200`
RSI alert	`stockwise alert add TCS rsi-below 30`
Moving-average cross	`stockwise alert add INFY cross-above-sma 200`
Breakout alert	`stockwise alert add SBIN breakout-high 52`
Keep checking during market hours	`stockwise alert watch`
Set up Telegram/Slack/email	`stockwise notify`

Planning

Do this	Command
SIP needed for a target	`stockwise goal sip --target 1cr --years 15`
Retirement corpus and SIP	`stockwise goal retire --monthly-expense 80000 --years-to-retire 20 --years-in-retirement 30`
Education fund	`stockwise goal education --cost 25L --years 10`
Short goal, ₹10L in hand after tax	`stockwise goal sip --target 10L --months 9 --net`
Save a goal, track it	`stockwise goal add house --target 50L --by 2031-06` · `stockwise goal list`
How long a corpus lasts	`stockwise goal swp --corpus 1cr --withdrawal 50k`
Prepay a loan or invest	`stockwise goal prepay --principal 50L --loan-rate 9 --remaining-months 240 --extra 10k`
What a past SIP became	`stockwise sip NIFTYBEES 5000 -p 5y`
What a lump sum became	`stockwise whatif TCS 100000 2015-01-01`

Strategies and practice

Do this	Command
Backtest a strategy (after costs)	`stockwise backtest INFY -s macd`
Backtest a basket	`stockwise backtest portfolio TCS INFY WIPRO -s rsi`
Walk-forward test	`stockwise backtest walkforward TCS -s sma --train 1y --test 3mo`
Paper-trade one session, then exit (for cron)	`stockwise daemon intraday 25000 --once`
Replay the 2020 crash	`stockwise sim replay start covid-crash-2020`
Take a challenge	`stockwise sim challenge start beat-the-index`
Your badges and best scores	`stockwise sim profile`
Shareable result card	`stockwise sim card --svg card.svg`

AI assistants

Do this	Command
Ask in plain English (local Ollama by default)	`stockwise ask "how did my portfolio do this month?"`
See which tools it ran	`stockwise ask "compare TCS and INFY on RSI and risk" --verbose`
MCP server for Claude, Cursor and other assistants	`stockwise mcp`
Add it to Claude Code	`claude mcp add stockwise -- stockwise mcp`
The MCP tools and their schemas	`stockwise mcp --list-tools`
MCP over HTTP	`stockwise mcp --http 127.0.0.1:8788`

Dashboards and scripting

Do this	Command
Live terminal dashboard	`stockwise tui`
Web dashboard and JSON API	`stockwise serve --open`
Pipe into jq	`stockwise quote TCS INFY --json \| jq '.[].regularMarketPrice'`
Save your defaults	`stockwise config init`
Shell completion	`stockwise completions zsh > ~/.zfunc/_stockwise`

Live trading (real money)

Do this	Command
Connect a broker	`stockwise trade setup`
Check a broker read-only	`stockwise trade selftest`
Preview an order, send nothing	`stockwise trade buy RELIANCE 1 --dry-run`
Live holdings	`stockwise trade holdings`

Every order shows a preview and asks you to type yes. Practise with stockwise sim first. StockWise is not financial advice — see the disclaimer.

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